Holt Capital Partners’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $865K | Buy |
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|
2025
Q2 | $786K | Hold |
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|
2025
Q1 | $665K | Buy |
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|
2024
Q4 | $626K | Hold |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $528K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $444K | Hold |
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|
2023
Q3 | $379K | Hold |
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|
2023
Q2 | $380K | Buy |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $339K | Sell |
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|
2021
Q4 | $410K | Hold |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $316K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $207K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $391K | Hold |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $284K | Hold |
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|
2018
Q4 | $274K | Buy |
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|
2018
Q3 | $219K | Sell |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $227K | Hold |
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|
2017
Q3 | $202K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $96K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $99K | Hold |
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|
2015
Q2 | $110K | Hold |
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|
2015
Q1 | $98K | Hold |
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|
2014
Q4 | $101K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $86K | Hold |
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|
2014
Q1 | $91K | Hold |
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|
2013
Q4 | $88K | Buy |
|